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iShares Core Dividend Growth ETF

1,165 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 489 increasing their positions, 388 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$1.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
626
Flagship Private Wealth
Massachusetts
$804K
EFA
627
Evernest Financial Advisors
Indiana
$803K
EIG
628
Ellenbecker Investment Group
Wisconsin
$800K
RFP
629
Root Financial Partners
California
$799K
WMA
630
Wealth Management Associates
New Jersey
$797K
AWMS
631
Advocacy Wealth Management Services
Georgia
$794K
CIC
632
Chilton Investment Company
Connecticut
$793K
LWM
633
LongView Wealth Management
Georgia
$793K
DIA
634
Dana Investment Advisors
Wisconsin
$792K
CFS
635
Compass Financial Services
Iowa
$788K
Fifth Third Bancorp
636
Fifth Third Bancorp
Ohio
$788K
LF
637
LifePlan Financial
Minnesota
$784K
MF
638
Montis Financial
Massachusetts
$781K
FNWM
639
Financial Network Wealth Management
Utah
$774K
HSG
640
Helen Stephens Group
Texas
$772K
PCA
641
Pallas Capital Advisors
Massachusetts
$770K
GCG
642
Gilbert Capital Group
Maine
$769K
NAS
643
Nicolet Advisory Services
Wisconsin
$766K
TIAA Trust, National Association
644
TIAA Trust, National Association
North Carolina
$763K
AR
645
Apeiron RIA
Texas
$761K
MT
646
Midwest Trust
Kansas
$757K
PAS
647
PKS Advisory Services
New York
$757K
SIA
648
Soltis Investment Advisors
Utah
$748K
PWP
649
Principle Wealth Partners
Connecticut
$740K
UF
650
Univest Financial
Pennsylvania
$739K